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Schwab U.S Small- Cap ETF

1,126 hedge funds and large institutions have $6.03B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 443 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSI
851
Cross Staff Investments
New York
$248K
HWM
852
Heirloom Wealth Management
Colorado
$247K
CA
853
Capital Advantage
California
$247K
RFP
854
Root Financial Partners
California
$247K
GSWM
855
Golden State Wealth Management
California
$247K
CIA
856
Compass Ion Advisors
Pennsylvania
$246K
MAG
857
Mayfair Advisory Group
Alabama
$245K
PCMC
858
Paragon Capital Management (Colorado)
Colorado
$244K
CWM
859
Castle Wealth Management
Florida
$241K
WI
860
Wedgewood Investors
Pennsylvania
$240K
WA
861
WPG Advisers
Maryland
$238K
RIS
862
Retirement Income Solutions
Michigan
$237K
TIM
863
Total Investment Management
Arizona
$237K
KWS
864
Keystone Wealth Services
California
$237K
PTCG
865
Pring Turner Capital Group
California
$237K
APA
866
Astoria Portfolio Advisors
New York
$237K
DB
867
Dravo Bay
Delaware
$237K
FL
868
FreeGulliver LLC
Louisiana
$236K
FFM
869
Forum Financial Management
Illinois
$235K
DBRC
870
D.B. Root & Company
Pennsylvania
$234K
JPWM
871
Jamison Private Wealth Management
Georgia
$234K
PAM
872
Palisade Asset Management
Minnesota
$234K
MWM
873
MBE Wealth Management
Wisconsin
$232K
EWA
874
Emergent Wealth Advisors
New York
$230K
PFGIA
875
Patriot Financial Group Insurance Agency
Massachusetts
$230K